Cross-Border Pricing
Fixed-fee dual-country packages. Every engagement starts with a $355 assessment, fully credited toward any service.
✓ Final quote in writing ✓ No hidden fees ✓ All CTAs go to a free consultation
Individual Packages (per tax year)
Canadian in US Compliance
Canadian citizens living/working in the US
- 1040 + 1 state return
- T1 (departure or ongoing)
- RRSP/TFSA reporting + treaty election
- FBAR; 8938 if required
- Treaty optimization
US Expat Compliance
US citizens/green card holders in Canada
- 1040, 2555, 1116
- FBAR; 8938 if required
- T1 (1 province)
- 1 state return if required
- Treaty optimization
Cross-Border Executive
Investments, rental property, or retirement accounts in both countries
- 1040 + T1
- FBAR, 8938, T1135
- Investment income up to 50 transactions
- 1 rental reported in both countries
- RRSP/401(k) optimization
- 1116 + 1 state return
- Treaty optimization
The Snowbird Annual Package — $1,345/year
Snowbird Annual Package
Canadians wintering 4–6 months in Florida
- Day tracking analysis
- Substantial presence test
- Residency determination
- Treaty tie-breaker
- Form 8840
- 1040-NR
- T1 adjustments
- State exposure review
- Year-round email support
- Auto-renewal
Business Packages (per tax year)
US LLC Compliance
Canadian residents with a US LLC
- Form 5472
- 1040-NR
- T1 with business income
- 1 state return
- FBAR if required
Dual-Entity Compliance
Entities in both countries
- 5472 if US LLC
- US business return (1065/1120-S/1120)
- Canadian T2
- 1 state + 1 provincial return
- Owner personal return (1 country)
Corporate Compliance
Parent-subsidiary structures
- 5472 if applicable
- US corporate return
- Canadian T2
- 2 state + 2 provincial returns
- Owner/executive personal return (1 country)
- Basic transfer pricing documentation
Specialty Engagements
Streamlined Catch-Up
US citizens behind on filings — full IRS Streamlined Filing Compliance submission
- 3 yrs of 1040s
- 6 yrs of FBARs
- Form 14653 non-willful certification
- 1116, 2555, 8938
- IRS correspondence support
Entry / Exit Tax Planning
Planning a move between the US and Canada
- Pre-move analysis
- Deemed disposition calcs
- Expatriation tax considerations
- Treaty tie-breaker analysis
- Asset restructuring recommendations
- RRSP/401(k) analysis
- Timeline of tax events
- Written relocation roadmap
- Multi-year projections
Year-Round Cross-Border Packages
Continuous dual-country coverage rather than annual engagements. From $265/month.
Basic Cross-Border Compliance
Reliable dual-country compliance and peace of mind
- Cross-border returns in both countries
- Quarterly estimated tax projections
- Routine notice response
- Email support
Strategic Cross-Border Partner
Growing cross-border businesses that need strategy
- Everything in Basic, plus:
- Treaty planning session with written recommendations
- Multi-state filing support
- Priority email support
Cross-Border CFO Advisory
Established companies wanting proactive planning + priority service
- Everything in Strategic, plus:
- Quarterly planning sessions
- Multi-state nexus analysis
- Audit assistance (up to 10 hours)
- Email + phone support
Final quote confirmed in writing before any work begins. No hidden fees.
Ready to get an exact quote?
Book a free consultation and we’ll confirm your pricing in writing — no obligation.